Industry Information - During the "May Day" holiday, over 80 cities in China hosted nearly 100 auto shows, with smart and new energy vehicles becoming the main drivers of consumption, as sales of new energy vehicles exceeded 60% in many locations [9][10] - Continental Group and Horizon's joint venture, Zhijia Continental, launched the Astra and Luna driver assistance systems, securing multiple mass production orders from leading automakers [9][10] - NVIDIA is developing a new AI chip compliant with U.S. export regulations to maintain its market share in China, with samples expected for testing by June [11] - Uber partnered with Momenta to deploy autonomous taxis in Europe by early 2026 [11] - The U.S. imposed a 25% tariff on key automotive parts, which Japan strongly opposes [12] - Waymo announced its autonomous taxi fleet has surpassed 1,500 vehicles, with plans to produce 2,000 more in Arizona [12][13] - Pony.ai and Uber will integrate their Robotaxi services on the Uber platform in the Middle East, expanding to 15 cities internationally [13][14] - The European Parliament approved relaxed carbon emission rules for automakers, allowing more time for compliance [14] - CATL launched a 9MWh super-capacity energy storage system, TENER Stack, which improves energy density and reduces construction costs [19][20] - The automotive import and export total for March increased by 32.1% month-on-month, with exports growing by 38.9% [19] Policy Information - Jiangsu Province announced a new pricing structure for industrial electricity to promote renewable energy consumption and reduce costs for businesses [3][32] - Guangdong's Nanao County issued interim measures for managing new energy vehicle charging and swapping infrastructure [4][33] - Beijing set standards for electric vehicle battery swapping times, with passenger vehicles limited to 4 minutes and commercial vehicles to 5 minutes [34] - Sichuan Province will implement regulations for the recycling and utilization of used power batteries starting June 1 [36] - The Ministry of Industry and Information Technology is proposing new safety standards for electric vehicle door handles [40] Company Information - Avita's global R&D center has been inaugurated, facilitating collaboration with Huawei on new product development [43] - Xiaomi has renamed its "smart driving" features to "assisted driving" in response to national standards [45] - NIO delivered its 700,000th vehicle at its Wuhan research facility [6]

Core Viewpoint - In the first four months of 2025, China's total goods trade value increased by 2.4% year-on-year, with exports growing by 7.5% and imports declining by 4.2% [6][8]. Trade Performance - The total value of goods trade in April 2025 reached 3.84 trillion yuan, marking a 5.6% increase. Exports were 2.27 trillion yuan, up 9.3%, while imports were 1.57 trillion yuan, up 0.8% [7]. - In the first four months, general trade and processing trade saw growth, with general trade imports and exports totaling 9.05 trillion yuan, a 0.6% increase, and processing trade totaling 2.54 trillion yuan, a 6.6% increase [8]. Trade Partners - ASEAN emerged as China's largest trading partner, with a total trade value of 2.38 trillion yuan, up 9.2%. The EU followed as the second-largest partner with 1.78 trillion yuan, a 1.1% increase, while trade with the US decreased by 2.1% to 1.44 trillion yuan [9][10]. Enterprise Contributions - Private enterprises contributed significantly to trade, with a total of 8.05 trillion yuan, a 6.8% increase, accounting for 56.9% of total trade. Foreign-invested enterprises contributed 4.1 trillion yuan, a 1.9% increase, while state-owned enterprises saw a decline of 11.3% to 1.96 trillion yuan [11]. Export Composition - Mechanical and electrical products accounted for over 60% of exports, totaling 5.04 trillion yuan, a 9.5% increase. Key growth areas included integrated circuits and automobiles [12]. Import Trends - Major commodity import prices fell, with iron ore down 17.8% and crude oil down 8%. However, imports of mechanical and electrical products increased by 5.7% to 2.23 trillion yuan [13]. Price Trends - In April 2025, the industrial producer price index fell by 2.7% year-on-year, with production material prices down 3.1%. The consumer price index saw a slight decline of 0.1% year-on-year, with food prices down 0.2% [16][20].

Industry Insights - Foton Motor is upgrading its strategy in Brazil, marking a new phase in its globalization efforts in the Latin American market with the launch of its factory in São Paulo [1] - The factory covers an area of 197,000 square meters and has an annual production capacity of 5,000 units, with an initial phase capacity of 2,000 units, capable of producing various vehicle types including medium and light trucks, and plans to expand to heavy trucks and pickups in the future [4] Product Analysis - As of April 28, 2025, Anhui Province has implemented a policy for the scrapping and updating of old operating trucks, while Zhejiang Province has released guidelines for subsidy applications [5] - Jiangsu and Shanghai have not yet published specific policies for old operating trucks but have issued notifications supporting the scrapping and updating of eligible vehicles [5] Sales Forecast - The heavy truck sales in Anhui Province for 2024 are projected at 25,000 units, a year-on-year decline of 5.9%, with a notable increase in sales in the last quarter following policy implementation [10] - By the end of 2024, the total replacement base in the Yangtze River Delta region is expected to reach 212,000 units, with a significant portion being heavy trucks [13] - The light commercial vehicle market is expected to see stable growth in 2025, with an estimated total sales of 2.82 million units, reflecting a year-on-year increase of 3.5% [17]

点 击 蓝 字 关 注 我 们 本文全文共 4418 字，阅读全文约需 14 分钟 目录 国内新闻 1 全国汽车以旧换新补贴申请量突破1000万份 时间:2025.5.13 来源:界面新闻 作者: 陈小同 据央视新闻，商务部数据显示，截至5月11日，2025年汽车以旧换新补贴申请量达322.5万份，其中汽车报 废更新103.5万份，置换更新219万份。自2024年汽车以旧换新政策实施以来，累计补贴申请量已突破1000万 份。 国内新闻 1.全国汽车以旧换新补贴申请量突破1000万份 国外新闻 商用车 2.1至4月我国汽车产销量首次双超千万辆 3.海口开展2025年汽车置换更新补贴 4.全国充电桩突破1400万 5.小鹏汽车宣布进入意大利市场 6.上汽享道出行与 Momenta签署战略合作协议 7.宁德时代与长安马自达签署合作备忘录 8.远景动力英国超级工厂将获英国政府10亿英镑 1.美国4月汽车价格因关税上涨 2.阿布扎比将新建1000个电动汽车充电桩 3.LG新能源宣布启动电池技术合作计划 4.极星计划今年夏天进军法国市场 1. 时代汽车全新FORLAND车标量产车型即将上市 2. 远程新能源商用车集团与丹 ...

Domestic News - The Ministry of Ecology and Environment is promoting the implementation of vehicle environmental supervision, focusing on third-party compliance and heavy-duty truck emissions standards [4] - In the first quarter of 2025, China's automobile exports to Belt and Road countries reached $32.13 billion, a year-on-year increase of 11.7%, accounting for 58.4% of total automobile exports [5] - Zeekr has introduced a partner (agency) model to enhance its channel layout in lower-tier markets, aiming to accelerate sales targets for the year [6] - FAW Bestune has initiated a new round of capital increase to support its transition to smart electric vehicles [7] - NIO has delivered its 700,000th vehicle, marking a significant milestone for the company [8] - Lantu has officially entered the Middle East market with the launch of its Dreamer model in Abu Dhabi [9] - BYD has announced its entry into the Romanian market, planning to open over 30 sales points by the end of 2025 [10] International News - Turkey's automotive exports reached $3.14 billion in April 2025, a 15% increase year-on-year, setting a new record for the month [12] - Hyundai has introduced new charging features to enhance the public charging experience for its electric vehicles [13] - Spanish manufacturer Baltasar has launched the latest version of its electric track model, the Revolt R, at the Barcelona Auto Show [14] - Researchers at the Technical University of Munich have developed a new solid-state battery material that improves lithium-ion conductivity by over 30% [15][16] Commercial Vehicles - EVE Energy has launched eight new commercial vehicle battery products, covering various logistics vehicle needs, with plans for gradual mass production starting next year [17] - Supa Technology is accelerating its expansion in the new energy heavy truck market, launching a third-generation intelligent electric heavy truck designed for bulk transport [18] - Foton's new national standard electric logistics vehicle was unveiled in collaboration with CATL, focusing on green logistics development [19] - King Long's hydrogen fuel cell heavy truck, featuring a range exceeding 500 kilometers, was showcased at the Xiamen Industrial Expo [21]

《电动汽车车载动力电池耐久性要求及试验方法 第1部分：轻型汽车》（征求意见稿）的主要内容除 前言外包括：范围、规范性引用文件、术语和定义、总体要求、SOCE 精度验证试验、虚拟里程精度验证 试验、在用车符合性，共七章，以及附录A（规范性）电动汽车车载动力电池老化衰减方法；附录B（规 关于征求《电动汽车车载动力电池耐久性要求及试验方法 第1部分：轻型汽车》推荐性国家标准意见的 函 关于进一步优化机动车环境监管的意见 点 击 蓝 字 关 注 我 们 本文全文共 4741 字，阅读全文约 15 分钟 关于征求《电动汽车车载动力电池耐久性要求及试验方法 第1部分：轻型汽车》推荐性国家标准意 见的函 5月9日，全国汽车标准化技术委员会电动车辆分会公布"关于征求《电动汽车车载动力电池耐久性要 求及试验方法 第1部分：轻型汽车》推荐性国家标准意见的函"。 函告称，由全国汽车标准化技术委员会电动车辆分技术委员会组织起草的《电动汽车车载动力电池耐 久性要求及试验方法 第1部分：轻型汽车》推荐性国家标准已形成征求意见稿。现提交公示，广泛征求意 见。征求意见截止日期：2025年7月8日。 范性）OBD 接口传输数据清单；附录C（规 ...

点 击 蓝 字 关 注 我 们 本文全文共 393 字，阅读全文约需 1 分钟 据中国汽车流通协会乘用车市场信息联席分会最新 零售 销量数据统计，2025年4月份国内狭义乘用 车市场 零售 销量达175.5万辆，同比增长14.5%，环比下降9.4%；1-4月份累计销量687.2万辆，同比增长 7.9%。 4月分析: 在国家促消费政策推动下，很多省市出台并逐步落实了相应的促消费政策，叠加厂商的补贴 加码、金融支持、车展促销等线下活动的全面开展，4月车市走势良好。乘用车厂商生产和批发均创当月 历史新高，零售同比增速是近10年正常年份同期的最高增速，进一步削弱汽车市场的季度周期波动特征， 实现2025年1-4月9%的超预期"开门红" 。 本文数据是基于 中国汽车流通协会乘用车市场信息联席分会 月报表-初稿。 | | | 2025年4月厂商批发销量排行榜 | | | | | --- | --- | --- | --- | --- | --- | | 单位:辆 | | | | | | | NO. | 自同 厂商 | 2025.4 | 2024.4 | 同比 | 份额 | | 1 | 比亚迪汽车 | 372,615 | ...

Market Overview - The penetration rate of new energy commercial vehicles has shown an upward trend, with significant increases in the sales of new energy medium and heavy trucks, light trucks, and light buses. However, the penetration rate for large and medium buses has slightly decreased to 48.68% [6][8]. - The sales distribution of various new energy commercial vehicle models indicates a gradual increase in the market share of medium and heavy trucks, while light buses and microbuses have seen fluctuations in their sales proportions [7][8]. Policy and Regulations - The Sichuan Province has implemented a temporary management measure for the recycling and utilization of used power batteries, effective from June 1. This measure mandates that used batteries be handed over to recycling service points or comprehensive utilization enterprises, promoting a multi-functional regional center for battery recycling and utilization [5][9]. - The Shanxi Province has released guidelines for the construction of battery swap stations for pure electric chassis-based vehicles, detailing technical requirements for site selection, power supply systems, and safety standards [5][9]. Company Developments - Changan Kaicheng has launched the V919, a new smart logistics vehicle, with a starting price of 119,900 yuan. This vehicle is positioned as a leading product in the smart new energy commercial vehicle sector [15]. - Weichai Power has introduced the new generation of pure electric small trucks, the Weichai Blue Qiang X1, aimed at urban logistics scenarios, emphasizing efficiency and green solutions [15]. - The launch of the Remote Super VAN at the Birmingham Commercial Vehicle Show showcases its capabilities in logistics and urban distribution, including models equipped with intelligent refrigeration systems [17]. Sales Performance - SAIC Maxus reported a 71% year-on-year increase in domestic sales of its light commercial new energy vehicles from January to April, with the penetration rate rising from 19% to 30% [20]. - Proton Motors achieved a record monthly order of over 1,000 units in April, indicating strong market demand and growth potential for its new energy heavy trucks [19].

点 击 蓝 字 关 注 我 们 本文全文共 3679 字，阅读全文约需 12 分钟 2025年4月周度情况分析 2025年4月14日-20日，二手车日均交易量6.62万辆，环比上周下降2.42%，降幅较3月同期收窄1.5个 百分点 。 一、2025年3月市场概况 2025年3月二手车市场月度交易趋势 2025年3月，全国二手车市场交易量175.49万辆，环比增长26.14%，同比增长2.60%，交易金额为 1169.95亿元 。 2025年1-3月，二手车累计交易量460.74万辆，同比增长0.15%，与同期相比增加了0.71万辆，累计 交易金额为3032.16亿元。 按可比口径计算，2025年4月1日-20日，二手车交易量115万辆，较3月同期下降1%左右。 2025年3月细分市场变化情况 2025年3月，全国二手车市场交易量175.49万辆，环比增长26.14%。基本型乘用车共交易100.29万 辆，环比增长24.64%，同比增长0.48%；SUV共交易23.31万辆，环比增长25.35%，同比增长 2.79%；MPV共交易11.36万辆，环比增长24.61%，同比增长3.29%；交叉型乘用车共交易4.5 ...

Group 1: Overall Performance of Passenger Car Market - In March, the passenger car market sales reached 1.874 million units, a year-on-year increase of 20.6% and a month-on-month increase of 42.9% [5] - The new energy vehicle (NEV) market sales were approximately 969,000 units, with a year-on-year increase of 38.8% and a month-on-month increase of 47.7%, slightly outperforming the overall market [5] - The NEV penetration rate reached 51.7% in March, up 6.8% compared to the same period last year [5] Group 2: New Energy Market Performance - In March, pure electric vehicle sales were about 639,000 units, a year-on-year increase of 54.1% and a month-on-month increase of 51.9% [11] - Plug-in hybrid sales were approximately 330,000 units, with a year-on-year increase of 16.4% and a significant month-on-month recovery of 40.2% [11] - Cumulative NEV sales for 2025 are projected to be 2.329 million units, with a cumulative year-on-year increase of 34.0% [11] Group 3: Top Cities for NEV Sales - The top 10 cities accounted for 25.0% of NEV sales, an increase from 23.2% in the previous month [12] - The top three cities for NEV sales were Guangzhou, Chengdu, and Shenzhen [12] - The top 10 cities achieved a NEV penetration rate of 50% or more, with Shenzhen leading at 70.4% [12] Group 4: Market Dynamics and Key Events - In March, 84.1% of pure electric vehicle sales were to individual users, a year-on-year increase of 73.9% [19] - Geely launched its "Qianli Haohan" intelligent driving solution on March 3, covering various models under its brands [20] - BYD announced its new generation Super e-platform on March 17, featuring advanced technologies such as high-voltage architecture and silicon carbide power chips [22] - Chery unveiled its intelligent strategy on March 18, aiming to become a leader in the global intelligent mobility ecosystem [24] Group 5: Industry Policies - On March 16, the State Council issued a special action plan to boost consumption, aiming to expand domestic demand and enhance consumer willingness [27]